HighTower Advisors Portfolio holdings
AUM
$79.8B
This Quarter Return
+6.89%
1 Year Return
+17.44%
3 Year Return
+65.6%
5 Year Return
+120.67%
10 Year Return
+243.37%
AUM
$13.9B
AUM Growth
+$13.9B
(+8.6%)
Cap. Flow
+$369M
Cap. Flow
% of AUM
2.66%
Top 10 Holdings %
Top 10 Hldgs %
15.19%
Holding
2,298
New
197
Increased
914
Reduced
857
Closed
150
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$94.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$46.6M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$42.9M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$19.6M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$18.3M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$13.8M |
| 2 |
abrdn Physical Gold Shares ETF
SGOL
|
$13.4M |
| 3 |
Boeing
BA
|
$12.7M |
| 4 |
Schlumberger
SLB
|
$12.6M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$11.4M |
Sector Composition
| 1 | Technology | 11.23% |
| 2 | Healthcare | 9.72% |
| 3 | Financials | 9.67% |
| 4 | Industrials | 7.05% |
| 5 | Consumer Discretionary | 5.5% |